PlanOptica
Retirement plan

STANFORD HEALTH CARE STAFF PENSION PLAN

STANFORD HEALTH CAREEIN 94-6174066Plan #006PY 2017
Sign in to saveView 5500 PDF
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
3 filings
#002Retirement-$2.91B assets#004Retirement-$56.4M assets#001Retirement-$10.2M assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
JOHN LIM
Signed 07/30/2018
(650) 498-5349
Plan administrator signer
MARGARET WILSON
Signed 07/30/2018
How to read this page

Summary metrics

Total assets (EOY)
$234.2M
-0.5% from 2016
Total participants
3,593
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
17.70%
-7.38 pp from 2016

Benchmarks

See 274 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort274 peers
Snapshot2017
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$47,476
median $5,469
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $170,924
Admin fee / account holder
$0
median $1,335
Annual return
17.70%
median 12.39%
Overall peer rank
92nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$88K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,408
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$3.85M
Contributions per participant
Average employer and participant contribution per enrolled participant
$28K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.90%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 3 by compensation
ProviderService typeCompensation
VANGUARD FIDUCIARY TRUST COMPANY3+ years
Service code 21 · EIN 23-2186884
Bank Trustee
$181,431
MERCER3+ years
Service code 11 · EIN 13-2834414
Actuarial
$156,054
MOSS ADAMS3+ years
Service code 10 · EIN 91-0189318
Accounting
$25,000

Enrolled actuary

1 attachment
SB

ROB RIDGE

MERCER
Enrollment #1707466
1225 17TH STREET, SUITE 1300
DENVER, CO 802025534
(303) 376-5944
Signed 2018-07-24

Reportable transactions (Schedule G)

1 row

Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.

CategoryCounterpartyRelationship / TermsAddressAmount
Part 3
Non-exempt transaction
STANFORD HEALTH CARE
PLAN SPONSOR
FEES PAID FOR ANOTHER PLAN.
—$30K

Top hat statement on fileNQDC

Filed April 25, 2011 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes1A3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$820K
$1119 / participant
  • Investment mgmt$115K14.1%
  • Other / not subdivided$705K85.9%
% of EOY assets
0.350%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
MOSS ADAMS
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer